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What is cross filtering?
CW’s Portal The application dashboard offers another level of cross filtering beyond what is available in the Global/Dashboard Page filters and the Widget Level Filters. When on a dashboard, the user now has the ability to - filter from:
Highchart widgets to any other widget
Map widgets to any other widget
Table widgets to any other widget
at the click of a mouse. This will give the user access to certain data at a moments notice that previously would take a long time to sort through Global/Dashboard Page or Widget level filters or was even impossible given the filter structure.
Each cross filtering scenario offers very similar functionality such as the behavior when selecting and the updating of the dashboard, but there are unique cases that will be covered in the following sections.
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To cross filter the dashboard from a highchart, first find a widget and a data point you want to click on. In this example we will be using the “Equipment Count by Class” Widget.
Click on “Pump” and notice how the point is now highlighted, all other points in the pie chart are dimmed, and the dashboard has now updated to show “pumps” a all widgets.
You can now deselect the same point to go back to default before the cross filtering or select another point to keep cross filtering.
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A Map Widget is any widget with a map. In the dashboard “Equipment Maintenance Top Faults” “Cross Filtering by Date” on the bottom top left of the dashboard we are using the example map widget “Building Avoidable Cost Map”.
To cross filter the dashboard from a Map, first find a map widget and a data point you want to click on. In this example we will be using the “Building Avoidable Cost Map” Widget.
Click on a building in the USA in the upper right of the country, “Inman” “South Boston” and notice how the point now has a blue marker, all other points in the map do not, and the dashboard has now updated to show “Inman” cross filtered in all widgets in the dashboard.
You can now deselect the same point to go back to default before the cross filtering or select another point to keep cross filtering.
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How to cross filter from a Table to any other widgets (including maps)
In this example, we will go back to the “Equipment Maintenance Top Faults” Dashboard. To cross filter the dashboard from a Table, first find a Table and a table row you want to click on. In this example we will be using the “Diagnostic Summary Table by Equipment” Table.
Now select a particular row you would like to crossfilter all other widgets on the dashboard to. In this example, we will be clicking the first row. Notice the rest of the dashboard updates to display any relevant information to E. Chavez Building.
South Boston.
You can now deselect the same point to go back to default before the cross filtering or select another point to keep cross filtering.
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